The XMP for Insurance Marketers

Your easy button for turning the voice of your policyholders into an online referral engine and helping every agent win and grow in their local markets.

Marketing Automation for Insurance Companies

Scale Revenue-Generating Activities

Create Reviews

Amplify Reviews

Reply to Reviews

Syndicate Profiles

Scale Retention, Cross-Selling, and Promotions

Our team of CX experts works with your organization to map the most meaningful customer journey points and builds custom workflows to measure, analyze, and amplify each moment. Our templates for Insurance P&C and Life include: New Customer Policy Bind, Upcoming Renewal, and 6-month Coverage/ Life Events Check-in.

Power experiences at every moment

Our team of CX experts works with your organization to map the most meaningful customer journey points and builds custom survey campaigns to measure, analyze, and amplify each moment.

Expertly Developed Insurance Template Example

New Policy Bind

Upcoming Renewal

Life Events Check-In

Recent Loss

Creating WOW Customer Experiences in the Insurance Industry: The Fusco and Orsini Story

The power of reputation management has enabled Fusco & Orsini to leverage its excellent customer service to help their agency win locally and boost their Search Engine Optimization (SEO). When searching for an insurance broker in the San Diego area, Fusco & Orsini now appears second on the Google front page.

In the first 3 months with


Customer Reviews


Average Star Rating


Total Social Shares

Be Consistent with Your Brand Everywhere.

Companies with more than one location find it difficult to manage and update their business information (physical locations, individual employee/agent locations) to many social and directory sites and ensure they are found accurately.

Capture, Share, Reply to Reviews

We collect primary reviews and then direct customers to secondary review locations (like Google) as needed by the business. This helps them win business in their local market on search sites. We can even allow professionals to reply to their reviews while allowing the company to manage and edit the replies.

Advanced Analytics & Reporting to Power Your Business

Automatically collect CX data across the entire customer journey from application to post-close. Leaderboards, Dashboards by Agent, Location, Region, etc, and On-Demand Reporting are available to provide actionable insights in real time.

Our customers know best...

Let our platform make every experience matter more for your business.

Drive intelligent CX & EX feedback campaigns and use that feedback to amplify marketing, boost customer-focused employee behavior, all while building a strong brand reputation and culture.